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Park Avenue Securities LLC CRD 46173
$19.6B regulatory AUM 38,649 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-28 |
| MN | RA | APPROVED | 2026-04-28 |
| CA | RA | APPROVED | 2025-10-24 |
Branch Locations
San Francisco, CA • United States
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubiquity Retirement | San Francisco | CA | 01/2016 | 05/2023 |
| Unemployed | San Francisco | CA | 05/2023 | 01/2024 |
| Rfs Partners | Denver | CO | 01/2024 | 10/2025 |
| Guardian Life Insurance Company | San Francisco | CA | 10/2025 | Present |
| Park Avenue Securities | San Francisco | CA | 10/2025 | Present |
| Guardian Life Insurance Company | Irvine | CA | 10/2025 | Present |
| Park Avenue Securities | Irvine | CA | 10/2025 | Present |
Outside Insurance Sales 10/16/2025 2326 California Street San Francisco CA 94115 10 hours per month 10 hours during trading hours investment related Less than 10% annual percentage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-22 |
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